Content:
1. How to create the rule?
2. How to set up and enable the rule?
3. Practical examples for using the 'Recurring Create Cards' rule
With this business rule, you can set up a schedule and create new cards automatically.
For example, you can configure the system to automatically create new cards with predefined parameters, every Monday at 5 pm.
This rule is very useful when you have recurring tasks, e.g.
1. How to create the rule?
Only users with "Account Owners" or "Manage Business Rules" privileges can create business rules.
Go to your Administration panel at the top right of your screen -> open the Business Rules tab -> select the Recurring create cards rule tab.
Note: In case there is a set of defined rules to your account -> use the Add new rule button at the upper right side of the panel.
2. How to set up and enable the rule?
The "Recurring create cards" configuration panel has the following fields and properties:
In the Name and Description fields, you can change the name of the rule and describe the scenario you will achieve with it. This way you can create an overview of your active business rules, as upon creation every automation is present in the Business Rules panel.
You can share the rule with other users (e.g. with a Workspace Manager of a board), if appropriate. In this case, they will be able to edit/disable/enable the rule.
The Business Rules are a sort of "point-and-click" programming language with which you can automate any process.
Each Business Rule has three main properties: When; And; Then.
1. WHEN - here you define a schedule for the automatic card creation.
Click on Every Day -> select one option -> click on Change.
Practical tip: The Advanced Schedule gives you options like "every x day of the week", "every first/second/third/fourth Monday of every x month", "every June in day x", etc.
Click on Not Set to configure the advanced schedule.
2. AND - no filters are applicable for this rule.
3. THEN - Select the execution time and the position/details of the card to be created.
- Execute At: Click on the time and select an hour between 00:00 and 23:00. The timezone set for your account is displayed.
Note: It is important for the execution of the rule to set up your correct time zone in My Account. - Create cards: Click on Add new action -> click on Not set -> Select the board where the card should be created and choose its position (column and swimlane) from the board minimap.
An empty card will open, this is the card that will be created by the business rule. -> Enter a card title, which is obligatory -> define the card fields of your choice -> click on Save details.
Click on Add new action to create extra cards and optimize the scope of the rule.
The cards can be rearranged in order to be created in the desired sequence - simply drag and drop a card in order to rearrange it before or after another.
Click on the x-sign at the top right of an action to remove it.
To enable the rule -> click the green checkmark at the top right corner of the configuration panel. Click on the red x-sign to cancel the creation of the rule.
3. Practical examples for using the 'Recurring Create Cards' rule
This rule comes in handy when the same cards need to be created at a specific recurring time. The rule eliminates the need to manually create them and makes sure they are not forgotten.
If, for example, there are daily tasks that are created each day, this can be automated using this business rule. An example scenario for this business rule would be to create a new card every day to remind a team leader that they need to go through the tasks completed by their team from the previous day and prepare an efficiency report.
In addition, the rule can be used to create a weekly report card that can be linked automatically to a bigger reports initiative.
